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automatch.matchinggifts

http://automatch.matchinggifts.com. Request username and password if you don’t already have one. Provide your business email a ddress. All fields should be filled out before proceeding further. Click the button after you fill in all the fields. After you receive an

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automatch.matchinggifts

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  1. http://automatch.matchinggifts.com

  2. Request username and password if you don’t already have one

  3. Provide your business email address. All fields should be filled out before proceeding further. Click the button after you fill in all the fields.

  4. After you receive an e-mail that your account is approved, or if you already have an account, log in.

  5. Click the link to upload a file.

  6. File must be properly formatted to obtain correct results!

  7. Wait until the file name appears in the box before proceeding. After filling in all the fields, click the button to upload the file.

  8. Uploading a file might take a few minutes.

  9. Information about records in the uploaded file. Number of records that contain a unique ID and a company name. File is successfully loaded.

  10. Click on the link to see file details.

  11. Click on the button to start file processing.

  12. Feel free to log out while file is being processed.

  13. After you receive an e-mail that the file is processed, log in.

  14. Number of potential donors that work at companies that support Matching Gift Programs. Total number of records in the file. Amount donated by employees of companies that support Matching Gift Programs.

  15. Click the button to generate .pdf summary report.

  16. Generated pdf report might be downloaded at a different location on your computer. Click on it to open it.

  17. Matching gift potential percent. Additional amount that you could have raised due to Matching Gift Programs. Average gift.

  18. To purchase a detailed report of these records, please call (800) 681-4438 or e-mail info@hepdata.com.

  19. If you no longer need these results, you can delete the file. If you don’t delete the file, it will be automatically deleted 2 weeks after it is uploaded.

  20. Click OK to confirm that you want file deleted.

  21. Do not try to process the file or to delete it again while deletion process is in progress.

  22. If a file is deleted, it will no longer show in the list of files, and you will no longer be able to see the results.

  23. THANK YOU FOR YOUR INTEREST IN AutoMatchXpress If you need additional help, please contact info@hepdata.com or call (800) 681-4438

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